We are live on ! Find out more
MTGP icon

WisdomTree Mortgage Plus Bond Fund
MTGP

37 hedge funds and large institutions have $49.2M invested in WisdomTree Mortgage Plus Bond Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

4% more capital invested

Capital invested by funds: $47.3M → $49.2M (+$1.96M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.68% less ownership

Funds ownership: 82.95% → 79.27% (-3.7%)

5% less funds holding

Funds holding: 39 → 37 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
21
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.5M
2
IWM
IHT Wealth Management
Illinois
+$639K
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$521K
4
LPL Financial
LPL Financial
California
+$398K
5
AI
Atria Investments
North Carolina
+$304K

Top Sellers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
-$1.28M
2
SAM
Smartleaf Asset Management
Massachusetts
-$590K
3
PAG
Private Advisor Group
New Jersey
-$544K
4
AA
Armis Advisers
Georgia
-$363K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$308K
Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
26
Golden State Equity Partners
California
$213K +$5.67K +130 +3%
EWM
27
Evolution Wealth Management
Florida
$172K +$169K +3,883 New
CF
28
Centaurus Financial
California
$164K +$161K +3,682 New
JP Morgan Chase
29
JP Morgan Chase
New York
$161K +$1.96K +45 +1%
CA
30
CoreCap Advisors
Michigan
$127K +$1.83K +42 +1%
CFD
31
Creative Financial Designs
Indiana
$14K -$7.46K -171 -35%
IA
32
IFP Advisors
Florida
$9.9K – – –
UBS Group
33
UBS Group
Switzerland
$7.42K +$7.28K +167 New
T
34
Transce3nd
Texas
$4.8K -$4.93K -113 -51%
DFA
35
DHJJ Financial Advisors
Illinois
$978 – – –
SAM
36
Smartleaf Asset Management
Massachusetts
$535 -$590K -13,522 -100%
Wells Fargo
37
Wells Fargo
California
$32 – – –
Mariner
38
Mariner
Kansas
– -$1.28M -29,244 Closed
WCFA
39
Walkner Condon Financial Advisors
Wisconsin
– -$203K -4,625 Closed
WF
40
Wayfinding Financial
Washington
– -$89K -2,051 Closed
PA
41
PSI Advisors
Florida
– -$81.4K -1,858 Closed
Fidelity Investments
42
Fidelity Investments
Massachusetts
– -$44 -1 Closed
1
2

MTGP Hedge Fund Activity: Q2 2025 in Review

37 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q2 2025, worth a combined $49.2M — up 4.1% from $47.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MTGP and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 21 added.

The largest buyer was Jane Street, adding an estimated $1.5M. The largest seller was Mariner, exiting entirely with an estimated $1.28M sold.

  • 37 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q2 2025, down from 39 in Q1 2025.
  • Funds reported $49.2M of WisdomTree Mortgage Plus Bond Fund stock for Q2 2025, up 4.1% quarter-over-quarter.
  • 3 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q2 2025 and 5 closed out, a net change of -2 holders.
  • The largest WisdomTree Mortgage Plus Bond Fund buyer in Q2 2025 was Jane Street, an estimated $1.5M added.
  • The largest WisdomTree Mortgage Plus Bond Fund seller in Q2 2025 was Mariner, an estimated $1.28M sold.

Based on aggregated 13F filings for Q2 2025.